RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.7K 0.02%
260
102
$26.5K 0.02%
723
-962
103
$26.2K 0.02%
456
104
$26.1K 0.02%
324
105
$24.8K 0.01%
100
106
$23.2K 0.01%
450
107
$23K 0.01%
79
108
$23K 0.01%
235
+4
109
$22K 0.01%
95
110
$21.8K 0.01%
250
111
$20.7K 0.01%
98
112
$20.3K 0.01%
480
113
$17.8K 0.01%
416
114
$17.3K 0.01%
162
+4
115
$16.2K 0.01%
69
116
$16K 0.01%
149
+1
117
$15.6K 0.01%
444
118
$15.6K 0.01%
602
119
$15.1K 0.01%
28
120
$14.3K 0.01%
405
121
$14.3K 0.01%
103
122
$14.1K 0.01%
93
+1
123
$14K 0.01%
101
-13
124
$13.7K 0.01%
202
125
$13.5K 0.01%
326
3 4
5
6 7